Alerts and Workflow for Sage

What is Alerts and Workflow for Sage?

Alerts and Workflow for Sage is a Business Activity Monitoring Solution that benefits all parks of an organization. Customer Service organizations utilize KnowledgeSync for everything from call escalation to the creation of support tickets from incoming email messages. And a company's Human Resources department counts on KnowledgeSync to alert them to such items as excessive overtime and the status of potential new hires that require review and approval.

Alerts

Keep people informed. Deliver automated alerts about any business conditions, such as overdue invoices, critical support issues, or contracts about to expire. Deliver the alerts via any method, any device, including email, text message, fax, dashboard, or instant message. And send them to everyone; employees, customers, and suppliers – in the format they want, and when they need them the most.

Reports

Auto-deliver relevant forms, documents, and reports to the people who need them. Automate the generation and delivery of invoices to customers, purchase orders to suppliers, and analytical reports to managers. Schedule reports to auto-distribute based on any recurring schedule and in the requested format, and configure other reports to auto-run only when the business conditions warrant it.

Workflow

Streamline processes by automating best practices. When a client becomes overdue, automatically put them on credit hold; when stock runs low, auto-create a purchase order. And if a support request is received via email, turn that message into a support ticket. Move data between applications; and create custom integrations that turn resource-intensive manual processes into automated business activities.